3rd Party Integration with Touch
Refer HERE for Reseller & Support Information.
This outlines the information and the steps that are needed to familiarise oneself with the SevenRooms interface.
The content is targeted at Resellers and swiftpos Venue Administrators who have a sound knowledge of and experience with swiftpos. For further information or assistance, please contact your swiftpos Reseller or swiftpos Support.
Subjects ▼
About ▲ ▼
- Terms & Concepts
- What is it?
- What Is Not Supported?
- What is Required?
- What Is Supported?
- What To Consider?
- When Is It Used?
Terms & Concepts? ▲ ▼
The following are terms and concepts referred to in this 3rd Party Integration:
- Bus Table - Bus Table is short for Bussing tables and means that the Table is either being cleared or being set for the next group of patrons. The term can also refer to an activity where front-of-house operations are in play, as tables are turned over.
- Check Dropped - A reservation is placed in a Check Dropped status when the payment associated with it's Table has been finalised in Touch. This status indicates that the dining experience for that Table is complete, and the Table is now available for the next reservation or walk-in patron.
- Gone - A reservation is placed in a Gone status when it is marked as Paid or Bus Table. This indicated that the patrons have settled their bill and the Table is now available for the next reservation.
- Paid - A reservation is placed in a Paid status when it's Table is closed and paid for in Touch.
- Partially Seated - A reservation is placed in a Partially Seated status when it is assigned a Table and not all the guests included in the reservation, have arrived at the Venue.
- Seated - A reservation is placed in a Seated status when it is assigned a Table and all the guests included in the reservation, have arrived at the Venue. Normally the reservation needs to be manually placed into a status of Seated using the SevenRooms App.
- Walk-in - Refers to a patron or group of patrons that arrives at a Venue without a Table reservation.
What Is It? ▲ ▼
SevenRooms is a cloud-based platform used by restaurants, hotels, and other Venues to take reservations, manage bookings, and collect guest information.
What Is Not Supported? ▲ ▼
- A number of swiftpos POS Keys will NOT function as expected at Touch, once Touch has been configured to interface with SevenRooms. Refer HERE for more information.
What Is Required? ▲ ▼
- swiftpos V10.73+
- A swiftpos registration for Third Party Reservations.
- Ensure the credentials required for a connection to the SevenRooms' API are obtained from SevenRooms, and a successful connection can be established. Refer to the SevenRooms Settings screen for more information.
- Ensure the Auto Close All Bistro Tables option is NOT selected.
- Ensure the Table (#30) POS Key is added to the appropriate Keyboard Layout using the Designer. Refer to How To Add A POS Key To A Keyboard Layout for more information.
What Is Supported? ▲ ▼
- Currently it only supports IOS devices, such as iPhones and iPads. The SevenRooms App is not available for Android devices.
- Currently up to 400 reservations per day are supported.
- The only time a change to the status of a Table in SevenRooms, will be considered by the swiftpos SevenRooms interface is when the status of a Table in SevenRooms is changed to, or from one that is considered an In-Service status. An In-Service status can be:
- Bus Table
- Check Dropped
- Dessert
- Gone
- Paid
- Partially Seated
- Seated
- 1st Course
- 2nd Course
- 3rd Course
What To Consider? ▲ ▼
- Reseller & Support Information
- When in use at a Venue and one or more Touch terminals have been configured to interface with SevenRooms, Clerks/Staff will no longer be able to create/open a Table using Touch at those terminals. All Tables are opened/created in SevenRooms, when a Reservation is assigned to a Table and the same Table is flagged as Partially Seated or Seated in SevenRooms. Only then will the Table be available to Clerks/Staff in Touch using the Table (#30) POS Key.
-
A number of swiftpos POS Keys will NOT function as expected at Touch, once Touch has been configured to interface with SevenRooms. These are:
- Split Table Balance (#38) - This POS Key will NOT be available in Touch. When selected, the prompt below will be displayed.
- Table (#30) - This POS Key will NOT be available in Touch when attempting to create/open a new Table. This is because Tables are created/opened using SevenRooms. Only when the table is Partially Seated or Seated in SevenRooms, will the Table be available in Touch. When selected, in Touch to create/open a Table using either first or last mode, the prompt below will be displayed.
Notes ...
The Table (#30) POS Key will still function as a Table lookup when used in conjunction with SevenRooms. Refer to How To Lookup A Table for more information.- Transfer Items (#42) - This POS Key will NOT be available in Touch. When selected, the prompt below will be displayed.
- Transfer Table (#34) - This POS Key will NOT be available in Touch. When selected, the prompt below will be displayed.
When Is It Used? ▲ ▼
SevenRooms is needed to ensure Venues currently running swiftpos and wanting to integrate with SevenRooms can make use of SevenRooms' Table reservation features while still being able to have access to Tables via Touch.
How To? ▲ ▼
- Access A SevenRooms Reservation In Touch?
- Create A Walk-In From Touch?
- GET STARTED?
- Seat A Table From Touch?
How To Access A SevenRooms Reservation In Touch? ▲ ▼
A SevenRooms reservation can only be accessed in Touch when the reservation has been either Partially Seated or Seated in SevenRooms. To do this, do the following:
- In the SevenRooms App, select or create a reservation and ensure it is either Partially Seated or Seated.
- Ensure the same reservation is then assigned to a Table that is within the Location's Table Range, as is configured for the Touch Master Terminal.
- Now the Table, the reservation is assigned to, should appear listed when the Table (#30) POS Key is selected in Touch. Refer to How To Open A Table for more information.
- Select the Table and add items to it as ordered by the patron.
It is used when a Table related function is required to be performed against a Table in Touch that was assigned to a SevenRooms reservation using the SevenRooms App.
Create A Walk-In From Touch? ▲ ▼
To be continued ...
How To Seat A Table From Touch? ▲ ▼
To be continued ...
How To GET STARTED? ▲ ▼
Do as follows:
Touch will need to be configured:
- For the POS API interface to ensure it can communicate with SevenRooms. To do this, refer to How To Configure The POS API Interface for more information.
- Then to ensure it can interface with SevenRooms via the POS API, navigate to the Interface List menu option in Terminal Settings.
- Select the Add New option.
- In the Add New Interface screen, select Reservation Systems from the Interface Type drop-down list.
- Enter SevenRooms in Description field for the new interface.
- Select OK.
- In the 3rd Party Reservations System screen select the SevenRooms option from the Reservations System drop-down list.
- This will display the SevenRooms Settings screen.
- Configure the settings with the information provided by SevenRooms and select the TEST option to test the connection to the SevenRooms' API.
- If successful, the following prompt will be displayed:
- Once successfully tested, select OK to save the settings and exit the screen.
- Touch should now be configured for SevenRooms.
Screens ▲ ▼
SevenRooms Settings Screen ▲ ▼
To access, select the SevenRooms option in the Reservations System drop-down list. Used to configure/view the SevenRooms interface configuration in Touch.
Header Section
- Reservations System - Ensure this is displaying the SevenRooms option.
- Enabled - Select to ensure integration with SevenRooms is enabled.
Footer Section
- Test - Select to test whether the details entered above ensure a successful connection to the SevenRooms' API.
- OK - Select to save the changes and exit the screen.
- Cancel - Select to exit the screen without saving the changes.
- Master (Responsible for Creating Tables)- Select to ensure that this Touch terminal is the ONLY one designated as the SevenRooms Master, and is the only one that is responsible for creating Tables).
IMPORTANT
It is strongly recommended to designate ONLY ONE Touch terminal in a Venue as the SevenRooms Master.
Notes ...
Given SevenRooms can be accessed from multiple Locations, ONLY one Touch terminal (in the Venue) can be designated as the SevenRooms Master at any one time. This is to ensure that only one Table Tracking database is used by SevenRooms. If NO Touch terminal is designated as the Master, then the Master terminal will be use by default. If there is more than one Touch Master terminal in a Venue, then this could cause potential problems. Therefore, it is strongly advised to follow the recommendation above.
- Log Request Data - Select to ensure the logging of request data is enabled.
- Base URL - Displays/Enter the URL provided by SevenRooms.
- Client ID - Displays/Enter the Client ID provided by SevenRooms.
- Client Secret - Displays/Enter the Client Secret provided by SevenRooms.
- Venue Group ID - Displays/Enter the Venue Group ID provided by SevenRooms.
- Venue ID - Displays/Enter the Venue ID provided by SevenRooms.
- Local Time - Select from the drop-down list the local time that is appropriate for the Venue.
- Locations - Select to open the SevenRooms Table Locations screen to select the Locations and Table ranges that will be making use of SevenRooms.
- Table Deposit Media - Displays/Select the swiftpos Media that is to be assigned when a Pre-Payment amount is added to a SevenRooms reservation using the App.
- Create Walk Ins from Touch - Select to ensure SevenRoom walk-ins can be created from Touch. Once selected, set the:
- Interval - Displays/Set the default interval in minutes before a check is done to confirm if a reservation exists on a Table selected for a walk-in.
- Allow Seating Reservations from Touch - Select to ensure Tables can be Seated in Touch using the 3rd Party Reservations (#460) POS Key POS Key. Allow for +/- 3- seconds for the Table to be created in Touch.
- Prompt to Clean Table - Select to ensure staff are prompted for a response as to whether a Table must be cleaned or not. Also ensure To be continued ...
SevenRooms Table Locations Screen ▲ ▼
To access, select the search icon to the right of the Locations field in the Server Settings tab. Used to set which Location and their Table ranges integrate with SevenRooms.
Grid Section
- ID - Displays the IDs of the available Locations.
- Description - Displays the names of the available Locations.
- From/To - Displays the Table ranges for the available Locations.
- Active - Displays/Select to set to True to ensure the Location integrates with SevenRooms.
Footer Section
- Check All - Select to ensure the Active status is set to True for all Locations.
- Uncheck All - Select to ensure the Active status is set to False for all Locations.
- OK - Select to save the changes and exit the screen.
- Cancel - Select to exit the screen without saving the changes.
End of article ▲